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IYBFX vs RAMHX
IYBFX vs RAMHX Comparison
Open Charts IYBFX vs RAMHX
Macquarie Balanced Fund
Price$23.90
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R2E
Price$34.81
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
IYBFX vs RAMHX Comparison Chart
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IYBFX vs. RAMHX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IYBFX is a Hold and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 240B vs. IYBFX (1.55B). IYBFX (1.86) and RAMHX (1.84) have matching dividends . IYBFX was incepted earlier than RAMHX: IYBFX (12 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. IYBFX (82.00). IYBFX has a lower initial minimum investment than RAMHX: IYBFX (0) vs RAMHX (250). IYBFX annual gain was more profitable for investors over the last year : 18.18 vs. RAMHX (11.75). RAMHX return over 5 years is better than : 27.36 vs. IYBFX (-0.27).
| IYBFX | RAMHX | IYBFX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 1.919 | 1.933 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 240B | 1% |
| Annual Yield % from dividends | 1.86 | 1.84 | 101% |
| Returns for 1 year | 18.18 | 11.75 | 155% |
| Returns for 3 years | -4.55 | 11.25 | -40% |
| Returns for 5 years | -0.27 | 27.36 | -1% |
| Returns for 10 years | 3.61 | 51.78 | 7% |